BloombergNEF projects the global solar industry will see its first-ever decline in installations in 2026.
Policy shifts in China and the U.S. drive the slowdown. Market saturation in other regions also contributes. Cooling demand presents headwinds for solar manufacturers.
Pomerantz LLP issued an investor alert on January 22, 2026. The alert concerns an investigation into claims on behalf of First Solar investors.
This follows a downgrade issued by Jefferies on January 7, 2026. Jefferies cited concerns over lowered guidance and margin compression in 2025. The firm also noted potentially more limited deployment opportunities in 2026.